Skye Financial Services
528 East Main Street, Little Falls, NY 13365
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About the Business
Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions.
At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.
Our office, efficiently coordinated by Natasha, offers a range of services including income tax preparation for both business and personal needs, bookkeeping, and sales tax services. She is also available to assist clients with their bookkeeping and tax requirements, ensuring smooth daily operations at our Little Falls location.
For those looking to invest in their family's future, we offer 529 Plans—an excellent way to designate funds for your child, grandchild, niece, or nephew's education. Additionally, if you're seeking coverage to protect your loved ones, we provide expert assistance with life insurance options.
Cathy Cristman, CFP®, a Registered Representative and Investment Advisor Representative, collaborates with LifeMark Securities Corp., ensuring that you receive the highest standard of financial advice. Please note, Skye Financial Services operates independently and is not affiliated with LifeMark Securities Corp.
Visit us today and discover how Skye Financial Services can help you achieve financial peace of mind. For more information, reach out to us and take the first step towards a secure financial future.
Reviews
"Tax person had no clue what she was doing, it was equivalent to doing taxes on turbo tax site. Extremely slow to respond. Would not recommend this place to do taxes if it is not a simple straightforward tax return, this place was totally incapable of solving any issues."
"Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023."
"People at Skype were great and made me feel very comfortable!"
"I was recommended to Cathy from a friend to help me with my business taxes. I am more than satisfied with the work and effort done at Skye Financial Services. I do highly recommend them!! They are friendly, polite, professional, prompt, and helpful to answer all of my tax questions. When I left, I felt more knowledgeable and set up to be successful. I am grateful. I would highly recommend their services! They are very affordable for the quality of service you get."
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